Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY BUF DEC | 5251 | $57,987 | 1,516 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AXIS CAP HLDGS LTD | SHS | 5252 | $57,862 | 1,045 | 0.00 | 0.00 | 391 | 59.79 | 12-31-2023 |
| CUBESMART | COM | 5253 | $57,828 | 1,248 | 0.00 | 0.00 | -1,932 | -60.75 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 5254 | $57,792 | 615 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
